We’ll Get You There


The following list of CPA resources was built through relationships with well-respected, hard-working, and successful professionals in the investment advisor industry. Please leverage any of these CPA resources as your working capital loan, acquisition loan, or succession loan needs require them.

ABA Advisors, LLC
National brokerage and consulting firm specializing in the sale, acquisition and merger of accounting and tax practices. Contact Chuck Hayes to learn more.

Akins Professional Brokerage
National firm specializing in the brokerage of CPA, EA, tax and accounting practices. Contact David Akins, CPA to learn more.

Naab Consulting
Your complete source for accounting practice sales, mergers and acquisitions. Contact Larry Naab, CPA to learn more.

The Visionary Group
National firm providing custom searches to help CPA businesses seeking to grow through mergers and acquisitions or those looking to sell. Contact Bob Lewis to learn more.